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Latest Blog Posts

Inherited IRA's - How to stretch and protect the assets.

Posted on: August 15th, 2014
One of the more generous provisions of the tax code is the ability to stretch out the withdrawal of IRA proceeds by an heir. But how can you make sure that your heirs are wise enough to maximize the benefit of the stretch out? ...

Why Newlyweds Need Estate Plans

Posted on: August 11th, 2014
Unfortunately, many couples spend more time planning their honeymoon than they do planning the best way to protect each other. What happens without an Estate Plan? ...

Who Needs an Estate Plan?

Posted on: June 11th, 2014
If you're reading this, you need an estate plan. Why? The short answer is 'Everyone, age 18 and older needs an estate plan. It doesn't matter if you are old or young, if you have built up considerable wealth or if you are just entering adulthood --you need a written plan to keep you in control and to protect yourself and those you love....

Strategies for Those Awkward Financial Discussions

Posted on: May 14th, 2014
There may be people close to you (spouse, parents, children) who are practicing financial behaviors that are unproductive or destructive. You want to help them get back on track, but you don't want to come across as judgmental or condescending, or put them on the defensive....

How to Minimize the (Voluntary) Federal Estate Tax with Portability

Posted on: April 25th, 2014
Surprising to most people, the federal estate tax is a voluntary tax. Estate planning attorneys used to say, 'You only pay if you don't plan.' Now, portability provides both an alternative and a back up plan to lifetime tax planning. This means you might be able to minimize or even eliminate federal estate taxes even if you didn't plan. Here's how....
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Jeffrey P. Reisner, Esq.
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104 Smith Street, Manlius, NY 13104
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